The Rights of a Trust Beneficiary

You didn’t create the trust from which you will benefit and it is the trustee, not you, who is in charge of the administration of the trust. However, you have a significant interest in it and you have rights.

Four Rights That Are Worth Protecting

The person who created the trust has died and the trust is irrevocable. Accordingly, as a beneficiary to the trust, you have the right:

  • To receive notice that the trust exists. You should know that you have been named a beneficiary of the trust.
  • To receive a copy of the trust. You should be able to read the terms of the trust yourself and not have to rely on what others are telling you.
  • To receive trust accountings. You should receive information about your how your financial interest in the trust is being managed.
  • To enforce the terms of the trust and to hold the trustee accountable for any violations of his duties that impact your rights as a trust beneficiary.

You may also have additional rights as specifically described in the trust document.

Have Concerns About the Administration of the Trust?

Your rights are important and serve as a safeguard so that you can ensure that the trustee is doing his job according to the terms of the trust and the terms of California law.

If you are concerned about the administration of the trust or if you have questions about your rights then we encourage you to read our related links and to fill out our online contact form as soon as possible so that you can be confident that your legal rights are being protected.

 

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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